CRD: 169659
Safe Harbor Fiduciary, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-13-2015
- Office Locations
- 2
Office Locations
About Safe Harbor Fiduciary, LLC
Safe Harbor Fiduciary, LLC is a Pensacola, FL-based RIA led by President/CEO Scott McCaghren, providing customized fiduciary financial planning and portfolio management for individuals and businesses, including retirees and entrepreneurs. Portfolios emphasize ETFs alongside fixed income and risk management, with custody through Charles Schwab. The firm also offers secure online document upload for client servicing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT RYAN MCCAGHREN
Chief Compliance Officer, Managing Member
- CRD
- #5801543
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Karl Albert Hanna
Financial Advisor
- CRD
- #6810233
HOWARD BRUCE MARSHALL
Chief Investment Officer
- CRD
- #2121441
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,856,358 | $221,598 |
| Non-Discretionary | $0 | -- |
| Total | $129,856,358 | $221,598 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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